…t more hardware – it’s building a modern private cloud based on smarter software,” Prasad wrote. VMware this week is in Amsterdam, at the KubeCon Europe 2026 show, with executives bringing with…
…The hyperscalers, cloud builders, and model builders that are now driving the GenAI boom are these days probably wishing that they had time machines because demand for DRAM and flash memory is…
…And besides, none of the hyperscalers and major cloud builders do buy American, but some of the AI model builders – xAI comes immediately to mind – do. Now, to be fair, with air…
…It is arguable that Google is the best company in the history of IT in terms of building hyperscale infrastructure and running it efficiently, and that is showing up in the operating…
…But the capex spending by the Big Five hyperscalers and cloud builders – Amazon, Google, Meta Platforms, Microsoft, and Oracle – as a share of revenue makes energy look capex stingy by comparison. The…
…Getting Margins From AI Means Sometimes Saying No Hot on the heels of an updated contract with OpenAI that will see the AI model builder commit to spending an incremental $250 billion…
…At last week’s Google Cloud Next 2026 show in Las Vegas, Google chief executive officer Sundar Pichai appeared before the keynote crowd via live video, promising that the hyperscaler is investing…
…has been building out the capabilities of its datacenter hardware offerings to better help organizations to run and scale their increasingly AI-fueled operations. At Nvidia’s GTC 2026 conference in March…
…It was a message that he’s repeated this week at Nvidia’s GTC 2026 conference in San Jose, California. For sure, there was been plenty of hardware talk during Huang’s…
…you watch what the Super 8 hyperscalers and cloud builders are doing and you also keep an eye on the major model builders outside of these companies – mainly, OpenAI, Anthropic, and xAI…